Kinetic Investment Management, Inc.

Luke Brown is a financial advisor at Kinetic Investment Management, Inc. in Bowling Green, KY, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked with Biggs Financial Services and spent four years with the Pittsburgh Pirates. He also prepares and files individual tax returns for the IRS on a commission basis. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets across 1,250 client relationships with a team of 20 advisors. The firm offers portfolio management, financial planning, sub-advisory, and back-office services, using a mix of analytical methods with a primary long-term trading orientation.

Jason Provost is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. He previously worked at Brokers International Financial Services for 12 years and has operated Provost Financial Services, an insurance services company, since 2008, where he also holds a licensed insurance agent designation. Kinetic Investment Management is a registered investment adviser managing approximately $348 million in assets for individuals, pension plans, and business entities. The firm employs a multi-method investment approach with a primary long-term trading orientation and offers portfolio management, financial planning, and sub-advisory services through a 20-advisor team.

Joel Silloway is a financial advisor at Kinetic Investment Management, Inc. with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Terra Firma Financial Advisory and Arcadia Wealth Management. Outside of his advisory work, Joel performs as a musician and DJ at concerts and weddings. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships, offering portfolio management, financial planning, sub-advisory, and back-office services with a focus on long-term trading using a variety of analytical methods.

Mark Biggs is a financial advisor at Kinetic Investment Management, Inc. with four years of industry experience. He holds a Series 65 designation and has previously worked at Simplicity Wealth and Magnolia Wealth Management LLC. In addition to his advisory role, Biggs owns and operates Biggs Financial Services, LLC, a firm that prepares tax returns and offers life and health insurance products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm provides portfolio management, financial planning, sub-advisory, and back-office services, applying a range of analytical methods with a primary focus on long-term trading.

Deana Jackson is a financial advisor with Kinetic Investment Management, Inc. She holds Series 63 and Series 65 licenses and has been in the financial industry since 2009, with prior experience at Open Financial Solution and 300 Financial Group. She also provides annuities and life insurance products through 300 Financial Group, earning commissions for sales and servicing. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a mix of analytical methods with a primary long-term trading orientation and offers portfolio management, financial planning, and sub-advisory services through a team of 20 advisors.

James Foley is a financial advisor at Kinetic Investment Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including AE Wealth Management, LLC and AmeriFirst Capital Management, LLC. Foley is also a licensed insurance agent focusing on annuities and life insurance. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships and employs a range of analytical methods with a primary long-term trading orientation.

Jaynie Ozment is a CFP® professional with four years of industry experience, currently serving as an advisor at Kinetic Investment Management, Inc. since 2021. She also holds the position of Vice President at Ozment Agency, an investment-related business. Kinetic Investment Management is a registered investment adviser with a 20-advisor team managing approximately $348 million in assets for individuals, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, sub-advisory, and back-office services, employing a range of analytical methods with a primary focus on long-term trading strategies.

Paul Digerolamo is a financial advisor at Kinetic Investment Management, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, Parkland Securities, and operated the Digerolamo Family Insurance business for 24 years. He is also involved in insurance sales through FS2 Financial Services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a mix of analytical methods with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and back-office services through a 20-advisor team.

Patrick Cotter is a financial advisor at Kinetic Investment Management, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pacific Life Insurance Company and Royal Fund Management, LLC. Cotter is also the founder of Cotter Financial Group, LLC, where he conducts workshops and develops referral networks focused on retirement income planning. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets across about 1,250 client relationships. The firm employs a mix of analytical methods with a primary long-term trading orientation and offers portfolio management, financial planning, sub-advisory, and back-office services.

Mitchell Dudley is a Series 65-licensed advisor at Kinetic Investment Management, Inc. with one year of experience in the financial services industry. His prior roles include positions at Tegus and SWYFT Solutions, LLC, as well as experience as a self-employed sales consultant. Kinetic Investment Management is a registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets and employs a variety of analytical methods with a primary long-term trading orientation.

Nicole Ockenden is a financial advisor at Kinetic Investment Management, Inc. She holds a Series 65 designation and has experience in financial services dating back to 2015, including ownership of ThriveRight Financial Group LLC. She is also a licensed insurance agent. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a diverse mix of analytical methods with a long-term trading focus and offers services including portfolio management, financial planning, sub-advisory, and educational seminars.

Sarah Rosas is a ChFC® affiliated with Kinetic Investment Management, Inc. She has been with Kinetic since 2025 and has experience in insurance and real estate as a licensed insurance agent and real estate broker. Prior to her current role, she held positions at Blu Realty, Precise Financial Solutions, and Global Teck Worldwide. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships and employs a mix of analytical methods with a primary long-term trading orientation.

Jackson Sowell is a financial advisor at Kinetic Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has prior experience at Simplicity Wealth and Biggs Financial Services, as well as eight years with Houchens Insurance Group. Outside of advising, he is involved in several real estate ventures as a partner or sole owner. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm uses a combination of investment approaches with a primary long-term orientation and offers portfolio management, financial planning, sub-advisory, and educational services through a 20-advisor team.

Jacob Berkman is a financial advisor at Kinetic Investment Management, Inc. in Los Angeles, CA, holding a Series 65 designation. He has been with Kinetic since 2025 and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. He also worked in residential development and retail before entering the financial services industry. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with approximately $348 million in assets under management. The firm uses a combination of analytical methods within a primarily long-term trading approach and offers services including portfolio management, financial planning, and sub-advisory support.

Thomas Kelley is a financial advisor at Kinetic Investment Management, Inc. with 10 years of industry experience. He holds a Series 65 designation and has worked previously at SGL Financial, LLC and Terra Firma Financial Advisory. Outside of advisory services, Mr. Kelley is a licensed insurance agent and offers insurance products when appropriate. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm employs a multi-method investment approach with a primary long-term orientation and provides portfolio management, financial planning, sub-advisory, and back-office services.